DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 465 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,257,769 | +0.6% | 435,183 | +4.1% | 0.18% | +3.6% |
Q2 2023 | $20,142,053 | +10.2% | 418,232 | +1.6% | 0.17% | +5.6% |
Q1 2023 | $18,282,190 | +4.8% | 411,483 | -1.9% | 0.16% | -1.2% |
Q4 2022 | $17,449,653 | +5.8% | 419,362 | -1.3% | 0.16% | -50.8% |
Q3 2022 | $16,491,000 | -20.2% | 424,814 | -16.3% | 0.33% | 0.0% |
Q2 2022 | $20,673,000 | +11.8% | 507,312 | +34.5% | 0.33% | +23.7% |
Q1 2022 | $18,487,000 | -7.3% | 377,140 | -2.2% | 0.27% | -7.0% |
Q4 2021 | $19,946,000 | +11.2% | 385,811 | +1.4% | 0.29% | +0.4% |
Q3 2021 | $17,941,000 | -9.7% | 380,424 | -9.8% | 0.28% | -10.7% |
Q2 2021 | $19,874,000 | – | 421,737 | – | 0.32% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ML & R WEALTH MANAGEMENT LLC | 2,137,601 | $104,785,000 | 38.70% |
G2 CAPITAL MANAGEMENT, LLC / OH | 1,562,132 | $76,576,000 | 32.87% |
Wealthstream Advisors, Inc. | 727,880 | $35,681,000 | 31.20% |
Colony Family Offices, LLC | 992,334 | $48,644,000 | 23.34% |
Equius Partners, Inc. | 1,088,073 | $53,337,000 | 22.99% |
Index Fund Advisors, Inc. | 6,118,988 | $299,953,000 | 20.45% |
Disciplined Equity Management, Inc. | 412,515 | $20,221,000 | 20.26% |
Relaxing Retirement Coach | 794,602 | $38,951,000 | 19.98% |
Heritage Investment Group, Inc. | 527,018 | $25,834,000 | 18.69% |
DIXON FNANCIAL SERVICES, INC. | 499,369 | $24,479,000 | 18.63% |